Yeo & Yeo Wealth Management was recognized for the third consecutive year as a Top Wealth Advisory Firm in the large firm division* by Avantax Planning PartnersSM (Avantax). The award honors firms that go above and beyond to help businesses and families achieve their wealth management goals.
Principal and wealth management leader Peter Bender CPA, CFP® said the award acknowledges Yeo & Yeo Wealth Management’s commitment to clients.
“Combining the tax and accounting experience of Yeo & Yeo and the wealth management experience of Avantax provides a distinct advantage,” Bender said. “Together, our comprehensive financial services help clients save money while also investing in ways that can get them closer to reaching their goals.”
Yeo & Yeo Wealth Management works closely with Avantax, a pioneer in tax-smart investing, financial planning and wealth management, to provide a comprehensive approach to financial planning. Using a unique tax-focused perspective, Yeo & Yeo Wealth Management’s experienced financial planners develop strategies to help clients meet their overall financial goals and desired lifestyle for today and tomorrow.
“We look at wealth management through a tax-focused lens because we understand that tax information can reveal financial opportunities and vulnerabilities for our clients,” Bender added. “Often, financial professionals maintain a singular focus on a client’s wealth and fail to analyze their tax situation before making investment recommendations. We provide tools, like our 1040 Analyst and Guidance Planning Strategies Program (GPS), to help clients find ways to strengthen their financial situation holistically.”
Awards were presented on May 25, 2022, at the Avantax Elevate Annual Conference in Des Moines, Iowa.
*Award(s) are neither representative of any client’s experience nor indicative of future performance.
Avantax WM HoldingsSM is the holding company for the group of companies providing financial services under the AvantaxSM name. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.